KAVYA TIRUPATHI
Mississauga,ON
Summary
Dynamic and seasoned Financial Services Representative with over 8 years of hands-on experience in the financial industry. As a senior, my role encompasses a comprehensive suite of responsibilities aimed at maintaining insurance escrow accounts of clients, valuation and due diligence of loan documentation. Managing accounts payable/ receivable including transferring of funds to third-party agents via cheque and wire transactions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Commercial Loan Servicing Representative
Wells Fargo
05.2016 - 04.2024
- Managed a diverse portfolio of loans while adhering to guidelines and federal regulations related to mortgage servicing.
- Handled cash transactions and maintained a record of escrow accounts of the clients by making payments to the third-party agencies on behalf of the customer as a part of servicing.
- Managed cash disbursements efficiently, processed manual payments and Electronic Fund Transfer (EFT).
- Handled other payment process-related duties as assigned, including data entry into work tracker and managing mailboxes effectively.
- Ensured data integrity within the servicing platform by performing routine audits and reconciliation of loan records.
- Resolved AR accounting issues such as payment reconciliations.
- Processed, documented, filed and maintained detailed records of borrower/ client interactions, enabling the efficient retrieval of pertinent information needed for future reference or for audit purpose.
- Ensured accuracy and compliance with regulatory requirements by reviewing and preparing documentation and reports. Generated reports detailing findings and recommendations.
- Streamlined internal processes for improved efficiency, reducing overall costs for the organization.
- Assisted in the development and documentation of standard operating procedures (SOPs)to ensure consistency and compliance.
- Developed and maintained positive customer relations and coordinated with team members to handle requests and queries appropriately.
Education
MBA- Finance & HR -
Raja Bahadur Venkata Rama Reddy Women's College
Bachelor of Commerce -
Aurora Degree College
Skills
- Financial Analysis
- Internal Audit
- Operations Management
- Customer Support
- Accounting
- MS Office
- Advance Excel
- SQL
Languages
English
Personal Information
Title: SENIOR COMMERCIAL LOAN SERVICING REPRESENTATIVE
Certification
- CFA- Investment Foundation Certificate
- Mortgage Bankers Association - Level 1
Timeline
Senior Commercial Loan Servicing Representative
Wells Fargo
05.2016 - 04.2024
MBA- Finance & HR -
Raja Bahadur Venkata Rama Reddy Women's College
Bachelor of Commerce -
Aurora Degree College
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